Privacy Policy

Legacy Strategic Partners, LLC
Last Updated: January 6, 2026

Legacy Strategic Partners, LLC (“Legacy Strategic Partners,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our digital platforms, or engage with our services, including SMS/text messaging programs.

By accessing our website or using our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

A. Personal Information You Provide

We may collect personal information that you voluntarily provide to us, including:

• Name
• Email address
• Phone number
• Mailing address
• Payment information (processed through secure third-party gateways)
• Information submitted through forms, surveys, applications, or consultations

B. Automatically Collected Information

When you access our website, we may automatically collect:

• IP address
• Browser type
• Device information
• Pages visited
• Cookies and tracking technologies

C. Information From Third Parties

We may receive information from:

• Payment processors
• Affiliate partners
• CRM or lead-generation platforms
• Social media platforms, if you interact with our content

2. How We Use Your Information

We may use collected information to:

• Provide services, coaching, or financial strategy consultations
• Communicate with you (email, SMS, calls)
• Personalize your experience
• Process payments and service enrollments
• Send updates, reminders, promotions, or educational content
• Improve our website, marketing, and customer experience
• Comply with legal and regulatory requirements

3. How We Share Your Information

We may share information with:

• Legal authorities when required to comply with the law

Mobile Opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes. 

We do NOT sell your personal information.

4. Data Security

We use administrative, technical, and physical safeguards to protect your information.
However, no system is 100% secure, and you submit information at your own risk.

5. Your Choices

You may:

• Opt out of email marketing using the unsubscribe link
• Opt out of SMS by replying “STOP”
• Request access, correction, or deletion of your data by contacting us

6. Children’s Privacy

Our services are not intended for individuals under age 18.

7. Updates to This Policy

We may update this Privacy Policy at any time. Updates will be posted with a new “Last Updated” date.

8 Contact Us

Legacy Strategic Partners
Email: cbrame@legacystrategicpartners.com
Website: www.legacystrategicpartners.com
Mailing Address: 137 National Plaza, Suite 300, National Harbor, MD 20745